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btran3
Require task type
I would like to make it required to have a "type" when someone clicks "new task" or "log a call" under the activity level. I was told by Salesforce that since this is a standard field you can not make it required and you can't create custom fields under "activity". So is there anyone that can somehow program this for me? Thanks in advance!
You could add a validation rule:
AND( ISNEW() , ISBLANK( TEXT(Type) ))
All Answers
You could add a validation rule:
AND( ISNEW() , ISBLANK( TEXT(Type) ))
Hey I am really stumped here. I put that formula in and went through the logic of it. From what I can see this rule should work but when I make a "new task" in either the opportunity or account level it does not tigger the rule. Can you please further assist me? Thanks!